Investment Advisor

Manager - Wealth Management(Advisory): The following are the four pillars that steer advisor daily activities, playing a crucial role in our organizational success.

Ideal Candidate: Candidates with Masters degree in Business Administration (Finance, or related field) and should have 1 years of relevant experience with CFP or CFA pursuing or NISM Investment Advisory-A & B tests.

Responsibilities:

Pillar 1: Research

• Track the performance of invested funds.
• Attend fund manager calls to reconcile internal research with their opinions and understand the framework.

Pillar 2: Financial Planning

• Develop financial plans and deliver presentations to clients as needed.
• Collaborate with team leaders to gather data.
• Maintain and update client data, and revise plans annually or as needed in response to significant changes.

Pillar 3: Client Service

• Obtain necessary documents and supplementary information from clients or team leaders during onboarding.
• Conduct purchase cost analyses upon request.
• Conduct regular meetings with clients and address their inquiries and resolve issues as needed.

Why work at Guardian? (5 reasons)

1. We believe our people are our greatest assets.
2. We are ONLY looking to hire individuals that have integrity, passion and are looking to be the best.
3. The company is small and is in its growth phase, which means there are plenty of growth opportunities for the right individuals. We also provide ESOPs.
4. We believe a person’s time is the most valuable resource they have, since most of our time is spent at work we believe it needs to be a fun and exciting place to be. We make sure our team members find each and every role meaningful and fulfilling.
5. We want to make the greatest difference in the quality of life for the families that have trusted us with their savings.